Manage breakdowns, quotes and services all in the same system

It is essential for plumbing and heating contractors to keep everything quick and efficient to go through a large capacity of jobs. With Taskbe, invoicing, capitalising profits and keeping expenses in order can all be complete easily. Be compliant by saying no more to paper gas safety certificates! Produce and generate a PDF certificate quickly and provide to tenant so they do not lose their copy.

  • Job Tracker

    Track if jobs are open, complete, pending, etc

  • Scheduling

    Book appointments for jobs and keep organised

  • Quotes

    Track inquiries and quotes and turn them into jobs

  • Planned Preventive Maintenance

    Plan PPM schedules regularly

  • Job Costing

    Automated job costing with reports

  • App for Engineers

    Engineers can view, update and attach information for each job

  • Invoicing

    Produce invoices easily and send them straight away

  • Dashboard

    Keep customers updated with real time alerts

  • Generate Reports

    Produce KPI reports with property details

  • Purchase Order

    Replenish stock and raise orders and match invoices

  • Integrate Accounts

    Link other software’s such as Sage, QuickFile, etc to save time

  • Boiler Servicing

    Set annual boiler servicing and customer reminders

  • Electronic Forms

    Produce documents via the app including gas safety certificates, job sheets and assessments

  • Engineer Tracking

    Locate engineers and journey histories

  • F-Gas Compliance

    Have a full tracking on gas use

Annual Service Scheduling

General services for plumbing and heating companies usually include breakdowns, managing installations and a wide range of service work. Taskbe can allow you to keep on top of important annual services by pre-set scheduling appointments, setting reminder emails to customers and keeping you updated with any changes.

Save Time via the App

Taskbe will allow you to save plenty of time by getting as many jobs complete as possible and a lot less paperwork. Field engineers will need fewer trips to the office as they will be updated via the app instead. Their job will be a lot easier by having access to boiler information, history of the location, and a record of gas safety certificates. Engineers can attach photos and diagrams to the app to keep everything organised.  

Generate Reports

You can produce KPI reports through Taskbe for your clients and provide them with property details with information about jobs, boiler details and gas safety certificates. You can link Taskbe with other software systems to also produce other relevant documents and reports.

Download On App Store